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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,588 | $63,114-38.9% | $92,909-58.5% | $65,185-40.8% |
| Participation rate | 73.0% | 68.8%+4.2pp | 76.0%-3.0pp | 70.2%+2.8pp |
| Annual return | 20.54% | 28.75%-8.2pp | 109.44%-88.9pp | 29.38%-8.8pp |
| Employer contribution / active EE | $14,866 | $2,571+478.3% | $3,653+306.9% | $2,177+583.0% |
| Participant deferral / active EE | $133 | $3,108-95.7% | $4,238-96.9% | $3,514-96.2% |
| Admin fee / account holder | $159 | $624-74.6% | $5,795-97.3% | $847-81.3% |